PNC Institutional
Advisory Solutions®

Providing custom solutions to institutional investors for 65+ years

 

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Our Approach to Your Organization's Success

You are not alone on this journey.
Let our 342  professionals across 16 states and in the District of Columbia[1] guide you.

Investment Philosophy & Core Beliefs

We believe markets can be inefficient and investment opportunities are ever changing. A thorough understanding of the past, combined with rigorous analysis of the present, gives us insight into the most probable future outcomes.

Specialized Services & Offerings

Our solutions for institutional investors

Outsourced Investment Services

Overview | Outsourced Investment Services (OCIO)

Our integrated and outsourced investment services can provide extensive benefits to your organization:

  • Comprehensive portfolio analysis, Investment Policy Statement (IPS) consulting and ongoing review
  • Global research team tapped into vast third-party data resources
  • Institutional-level access to active and passive strategies across equities, fixed income, non-traditional assets and alternatives
  • Stringent and repeatable investment and manager selection processes for our approved platform
  • Multi-level risk management
  • Shared fiduciary accountability
  • Cost and internal resourcing efficiencies for your organization
  • Customized client dashboard and educational support

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Pension Management

Overview | Pension Management

We provide plan sponsors with discretionary investment management and administrative solutions for their defined benefit plans.

Our framework takes into consideration your plan objectives, risk tolerance, pension plan design, investment guidelines and constraints. We believe these are characteristics that are critical to the formulation of a plan's ongoing investment strategy.

Our team of defined benefit specialists stands for:

  • Trusted relationshiops and integrity
  • Flawless execution
  • Specialized capabilities
  • Actionable insight
  • Holistic approach including consultants, investment committees & board of directors

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Asset Servicing

Overview | Asset Servicing

We have performed asset servicing for institutional clients for more than 160 years and have nearly 200 professionals that directly support our client accounts. Asset servicing includes custody, directed trustee, escrow agent, and subaccounting.

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Our clients include: 

  • Corporations
  • Healthcare Systems
  • Unions/Taft-Hartley
  • Government & Municipal Entities
  • Financial Institutions
  • Nonprofit Organizations
  • Higher Education
  • Retirement Plans
  • VEBAs & OPEBs

 

Thought Leadership & Insights

PNC's team of industry specialists and investment strategists examine and provide key insights on the challenges and opportunities that impact institutional investors.

Institutional Insights

We offer insights for institutional investors - including strategy, outlook and economic data.

Inside Vested Interest

Vested Interest eNews is a quarterly online eNewsletter with articles covering retirement plan management, employee education, regulatory updates, and what's trending, as well as access to a variety of resources to help you manage your retirement plan.

Compass Newsletter

Our Endowment and Foundation National Practice Group gathers and shares relevant industry information and articles of particular interest.

Important Legal Disclosures & Information

  1. As of June 30, 2018

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment activities conducted by PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and investment management activities conducted by PNC Capital Advisors, LLC, a registered investment adviser (“PNC Capital Advisors”). PNC Bank uses the marketing names PNC Retirement Solutions® and Vested Interest® to provide defined contribution plan services and PNC Institutional Advisory Solutions® to provide discretionary investment management, trustee, and other related services. Standalone custody, escrow, and directed trustee services; FDIC-insured banking products and services; and lending of funds are also provided through PNC Bank. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors.

“Vested Interest,” “PNC Institutional Asset Management,” “PNC Retirement Solutions,” and “PNC Institutional Advisory Solutions” are registered service marks of The PNC Financial Services Group, Inc.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.